Send Attachments via mail and track mail Status using Conga

Hello Folks,

Hope everyone is staying safe.

Lets learn something new using CONGA COMPOSER

Usecase- I want to share contracts(PDF format) to my leads via mail and I want to  check mail status if it is opened by lead or not.

Solution-

Action Speak more than words. Checkout Demo

How to do this?

lets Follow below steps-

Step 1- Create Conga Email Template

Navigate Conga Email templates and click on New -> Fill the details

Refer below snap-

Now, your mail is ready, lets attach document with it.

Step 2-  Template for Document

Go to Email templates and Click on New -> Fill the details

Refer below snap-

Note: You can user standard templates available in Package or you can create your own template of document.

Now, Your mail along with attachment is ready. Lets Create Conga Solution

Step 3- Create Conga Solution

• Click on Conga Solutions and click new
• Give Name to your Solution and select object (In our case, it is Lead)
• Click on Update Button
• Click on "Access template builder" and select test record to test your solution once it is done
• Click on "File Template" and select your template that you have created in Step 2 (Document)
• Click on "Email template" and select your email template that you have created in step 3 (Mail Body)
• Click on "File Template"  and select default PDF template to share your document in PDF format
• Click on "update button"
• Refer below snap, it should match with that-

• Click on update button
• Now, if you want to best this, then click and launch composer and then mail followed by send.
• After testing, you can simply click on "Manage Page Layout". It will create your Solution name as a button on record page of Lead Object

• Visit any lead record and click on your button
• It will open the screen as shown below.
• Click and "merge and mail" and then send

• Open your mail box and check mail. You will se something like below screen-

• If you want to check whether my lead opened my mail or not
• Click on the lead record on which you shared mail
• Scroll down in Activity....

Hope You Get the Idea

Stay tuned for upcoming Blogs.

Thanks

Happy Learning😊

Contact:

Twitter Handle : Lakhan Meghani

Apextips Twitter handle : Apextips

linkedin :                              Lakhan Meghani